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How to upload/add Org-Unit in the system?

Modified on: Mon, 8 Sep, 2014 at 12:52 PM

How to
upload/add Org-Unit in the system?

Experience@zinghr: Org structure is an organizational
hierarchy which defines how your business structure is placed. ZingHR allows you to add Org units against
each Org level like Location, designation etc.

You can execute following simple steps to add OrgLevel
details:

Step 1: First go
to “Data Upload Engine” module option that you see on your screen after you
have logged in as an Administrator. You now get to see this option “Download”,
click on the same.

Step 2: Select
the template as “Unit Details” and click on Download.

(Note: Save the template in .xls format)

Step 3: You need
to fill some mandatory details into the Template:

NOTE: Always remove
Column”A” and Row from 2 to 5 as it contains explanatory data/ details.

(A)In ORGLevelID - Mandatory

Here enter the level ID of the Org Level you are trying to
create.

For example: If your designation is on the Org Level 7 then
your ORGLevelID will be 7

(B)In ORGLevelCode - Mandatory

Here enter the Org Level Code against which you are trying
to create the OrgUnit.

For example: If you are trying to create a new designation,
enter the OrgLevelCode as “Designation”.

( C)In
ORGLevelDesc - Mandatory

Here enter/ copy the same details as ORGLevelCode

Enter the OrgLevelDesc as “Designation”.

(HR executive/ Sales Manager,etc)

(D)In UnitCode – Mandatory

Here please specify the new unit code

For example: So if you want to create a new designation,
please write “HR executive/ Sales Manager”.

(E)In
UnitDesc - Mandatory

Here enter/ copy the same details as UnitCode

(F)In ShortDescription - Mandatory

Here enter/ copy the same details as UnitCode

(G)In Applicable – Mandatory

Write “1” to make the field applicable

(Note: “1” represents
“Yes”)

Step 4: Upload
the same file through “Data Upload” Screen:

The Below screen will be visible. Click on Browse and select
the file and click on drop down icon and select Template Name as “Upload
Template” and click on the Excel Icon to upload.

You will get the pop up of “Data updated successfully”.

Step 5: Go to Data Upload Engine and click on “Data Submit
Upload”.

Select the Template/ Batch and click on “Click Here To Submit
Batch”. Same pass by “Data Checker 1” and then “Data Checker 2”.